Update repair deal and internal record after signature
Update repair deal and internal record after signature
Your repair records lack signed RSA files, leaving pickup staff unsure whether devices can be released. You get deal stages and repair records updated automatically for same-day pickup readiness.
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Overview
Signed RSAs that don't appear in your CRM and repair log create pickup confusion and slow handoffs. This flow moves the deal into the configured pickup stage, files the signed agreement as a deal note, and updates your repair table so front-desk can complete same-day handoffs.